See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,227 | $82,664-69.5% | $125,339-79.9% | $68,494-63.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,851 | $3,381+13.9% | $4,814-20.0% | $2,596+48.3% |
| Participant deferral / active EE | $6,608 | $6,110+8.2% | $7,446-11.3% | $4,027+64.1% |
| Admin fee / account holder | $904 | $6,275-85.6% | $10,010-91.0% | $5,403-83.3% |